IFA Administrator

Office Angels
10 Jan 2018
09 Feb 2018
Contract Type
Full Time

You will be responsible for the following duties:

  • Provide first line telephone contact/answering to clients, providers, regulators and the public
  • Opening, logging and scanning of the post to the business back office system.
  • Be available to meet, greet and provide hospitality to clients/guests who visit the office
  • Undertake client valuations and associated fund performance research as required.
  • Liaise with providers by telephone/correspondence in relation to new and existing business
  • Process new business (online and by post) and monitor applications etc. to completion.
  • Process amendments to existing plans e.g. fund switches, business terms etc.
  • Scan and record client files to the back office system in line with business standards.
  • Administer and generate business related correspondence to clients, product providers etc.
  • Liaise with advisers and other staff members in respect of business and client related issues
  • Handle client contacts and provide backup support
  • Provide typing support to the directors and other regulated employees /associates of Prism
  • Carry out general office duties as required i.e. stationery and equipment supplies.
  • Maintain business records and ensure regular back up of data to protect business integrity
  • Provide regular feedback to the directors in respect of the business admin function
  • Handle regulated duties in line with the business and regulatory requirements
  • Maintain knowledge of business and regulated requirements

A background in financial services would be an advantageous but not essential

This role offers an excellent benefits package including 5% pension contribution, uncapped bonus scheme, free parking and 25 days holiday per year.

Office Angels is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

This job was originally posted as www.totaljobs.com/job/78535589